JWS
DFUV icon

Juncture Wealth Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Juncture Wealth Strategies’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Sell
334,724
-30,664
-8% -$1.61M 4.79% 3
2026
Q1 		$17.7M Sell
365,388
-26,570
-7% -$1.3M 5.92% 3
2025
Q4 		$18.3M Buy
391,958
+404
+0.1% +$18.3K 6.01% 3
2025
Q3 		$17.5M Sell
391,554
-29,894
-7% -$1.3M 5.86% 3
2025
Q2 		$17.8M Sell
421,448
-57,731
-12% -$2.32M 6.33% 3
2025
Q1 		$19.7M Sell
479,179
-232
-0% -$9.74K 7.67% 2
2024
Q4 		$19.6M Buy
479,411
+24,770
+5% +$1.05M 7.31% 2
2024
Q3 		$19M Buy
454,641
+15,657
+4% +$633K 7.34% 2
2024
Q2 		$17.2M Buy
438,984
+27,200
+7% +$1.08M 7.22% 2
2024
Q1 		$16.8M Buy
411,784
+113,101
+38% +$4.32M 7.25% 2
2023
Q4 		$11.1M Buy
298,683
+20,938
+8% +$721K 5.05% 3
2023
Q3 		$9.45M Buy
277,745
+688
+0.2% +$24.1K 4.62% 5
2023
Q2 		$9.56M Sell
277,057
-30,178
-10% -$1.01M 4.47% 4
2023
Q1 		$10.3M Sell
307,235
-63,843
-17% -$2.19M 5.07% 4
2022
Q4 		$12.4M Sell
371,078
-50,859
-12% -$1.69M 5.91% 4
2022
Q3 		$12.5M Buy
421,937
+113,608
+37% +$3.69M 6.22% 4
2022
Q2 		$9.74M Buy
+308,329
New +$10.3M 4.8% 5

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Juncture Wealth Strategies's DFUV Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 8.4% in Q2 2026, selling an estimated $1.61M and leaving 334,724 shares worth $18.4M. The position accounts for 4.79% of the portfolio, ranked #3.

Juncture Wealth Strategies first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.7M in Q1 2025. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Juncture Wealth Strategies held 334,724 shares of Dimensional US Marketwide Value ETF worth $18.4M as of Q2 2026.
  • Juncture Wealth Strategies sold 30,664 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.61M.
  • Dimensional US Marketwide Value ETF made up 4.79% of Juncture Wealth Strategies's portfolio in Q2 2026, its #3 holding.
  • Juncture Wealth Strategies first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Juncture Wealth Strategies's Dimensional US Marketwide Value ETF position peaked at $19.7M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.